Sfg Wealth Management, Llc. First Tr ETF Vi Smid Cap Risin Transaction History

Sfg Wealth Management, Llc.

$211 Million
Q3 2025

A detailed history of Sfg Wealth Management, Llc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 24,714 shares of SDVY stock, worth $926,527. This represents 0.44% of its overall portfolio holdings.

Number of Shares

24,714

Holding current value

$926,527

% of portfolio

0.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$35.42 - $38.65 $875,369 - $955,196	24,714 New	24,714 $939,000
Q1 2025 Apr 23, 2025	BUY	$32.49 - $37.99 $2,664 - $3,115	82 Added 0.4%	20,540 $688,000
Q4 2024 Jan 16, 2025	SELL	$35.45 - $40.33 $49,381 - $56,179	-1,393 Reduced 6.37%	20,458 $733,000
Q3 2024 Oct 31, 2024	BUY	$32.65 - $36.69 $2,318 - $2,604	71 Added 0.33%	21,851 $794,000
Q2 2024 Jul 19, 2024	BUY	$32.33 - $34.91 $2,651 - $2,862	82 Added 0.38%	21,780 $727,000

Q1 2024 Apr 26, 2024	BUY	$31.21 - $34.82 $51,652 - $57,627	1,655 Added 8.26%	21,698 $755,000
Q4 2023 Jan 19, 2024	BUY	$26.48 - $33.23 $100,067 - $125,576	3,779 Added 23.24%	20,043 $656,000
Q3 2023 Oct 19, 2023	BUY	$27.7 - $30.38 $450,512 - $494,100	16,264 New	16,264 $459,000

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

191M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Sfg Wealth Management, Llc. First Tr ETF Vi Smid Cap Risin Transaction History